I'm pretty shocked how open consumers are to paying more money for a worse product via delivery. Foods travel poorly when steaming in boxes. Hot sandwiches (like burgers) and anything fried are especially notable examples (though most foods become worse in some capacity). Something this deck doesn't mention is that online ordering of pickup is a tiny, no-profit market in comparison. The convenience factor of delivery outweighs the rest for some set of people, for sure.

Big note from the deck though:

> No DSP has been able to prove consistent profitability with their existing business model

Also not mentioned in the slides - a ton of delivery jobs from small neighborhood joints (in the US) are paid under-the-table. This is a cost differentiator that DSPs can't legally compete with.